[Yesterday’s Market Review] On September 1st, the market opened lower and moved higher throughout the last trading day, with the Shanghai Stock Exchange Index closing above the previous year’s line. The turnover of Shanghai and Shenzhen stock markets was 2.13 trillion, which was 29.3 billion higher than the previous trading day. 1) As the first AIGC long-form drama in China, the mythological seasonal drama "Journey to the West" Season 1 "Huaguoshan Chapter" powered by AI technology provided by Seedance2.0 and Seedance2.5 will officially debut on the dual platforms of Hunan Satellite TV & Mango TV starting from 6 pm on August 31. The news directly stimulated the outbreak of the film and television media sector, led by the concept of short dramas. Chinese Online, Mango Super Media, Haikan Shares, and Rongxin Culture all reported a 20cm daily limit, which in turn drove the afternoon heat to spread to Vincent Video, IP copyright, AI corpus and other directions. Beijing Exchange Liujin Technology recorded a 30cm daily limit, and many AI application concept stocks such as Kunlun Wanwei rose by more than 10%. 2) Recently, the Ministry of Industry and Information Technology announced the list of nodes for the construction of national computing power interconnection regions. Previously, the National Data Bureau released data showing that as of the end of July, the total scale of national intelligent computing reached 2.45 million PFLOPS (FP16). Eight national computing power hubs and three computing and power collaborative development zones have built intelligent computing scale accounting for more than 85% of the country. Domestic computing hardware stocks, represented by super nodes and liquid-cooled servers, shined in the afternoon. StarNet Ruijie and Haiou Co., Ltd. advanced to the triple board. Inspur Information, Rongyi Precision, Jinfu Technology and other stocks achieved reverse daily limit. 3) The United States and Iran exchanged fire again, causing energy and chemical futures to rise again. Domestic crude oil futures rose 7%, and many major contracts such as methanol, ethylene glycol, PVC, and propylene closed their daily limits. The chemical sector continued to be active last week. Luhua Technology, Chitianhua, and Jinniu Chemical all achieved consecutive promotions, and Lutianhua and Huajin once hit their daily limit. 4) Recently, the six major state-owned banks have all released their 2026 semi-annual reports. In the first half of this year, in terms of growth rate, the revenue growth rate of the six major banks was between 4% and 11%, and the net profit growth rate was between 4% and 6%. All achieved positive growth. This is also the first time since 2022 that the six major banks have collectively achieved double growth in revenue and net profit. The banking sector performed strongly throughout the day. Bank of China rose more than 5%, the total market value of A+H shares approached 2 trillion, and China CITIC Bank once rose 2.6%, all of which hit record highs.